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iShares S&P 500 Value Index shares owned by Syntegra Private Wealth Group

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Syntegra Private Wealth Group from 13F filings

Historical chart of Syntegra Private Wealth Group investment in iShares S&P 500 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index held by Syntegra Private Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Value Index by Syntegra Private Wealth Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $259k 1.3k 197.17
2024-06-30 $240k 1.3k 182.01
2024-03-31 $225k 1.2k 186.81

More positions owned by Syntegra Private Wealth Group

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Spdr Ser Tr Ssga Us Lrg Etf (LGLV)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Pacer Fds Tr Developed Mrkt (ICOW)
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)
J P Morgan Exchange Traded F Income Etf (JPIE)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
First Tr Nasdaq 100 Tech Ind SHS (QTEC)
Spdr Ser Tr Portfli High Yld (SPHY)
Ishares Tr Msci Usa Min Vol (USMV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pacer Fds Tr Pacer Us Small (CALF)
Apple (AAPL)

View all positions for Syntegra Private Wealth Group

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Envestnet Asset Management
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Goldman Sachs Group
LPL Financial
Stifel Financial
Pnc Financial Services
Envestnet Portfolio Solutions
Us Bancorp
CWM
Cetera Investment Advisers
International Assets Investment Management
Royal Bank of Canada

View all funds holding iShares S&P 500 Value Index